Form 990 for tax year 2024
Filed by LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED INC.
Totals
- Total revenue
- $15,007,031
- Total expenses
- $13,100,466
- Contributions and grants received
- $4,598,869
- Grants paid
- $0
- Program service revenue
- $9,720,261
- Investment income
- $669,726
- Other revenue
- $18,175
- Total assets, end of year
- $25,011,528
- Total liabilities, end of year
- $4,565,833
- Net assets or fund balances, end of year
- $20,445,695
- Program services expenses (Part IX)
- $10,631,318
- Management and general expenses
- $1,700,297
- Fundraising expenses
- $768,851
- Program service expenses (Part III)
- $10,631,318
Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$39,409
-
1e · Government grants (contributions)
$428,496
-
1f · All other contributions, gifts and grants
$4,130,964
-
1g · Noncash contributions included above
$2,350
-
2a · Program service revenue: DODD Medicaid Waiver
total $8,671,189 · related or exempt $8,671,189
-
2b · Program service revenue: Victory Parkway
total $375,723 · related or exempt $375,723
-
2c · Program service revenue: Community Supported Living
total $355,715 · related or exempt $355,715
-
2d · Program service revenue: Smart Living Program
total $201,849 · related or exempt $201,849
-
2e · Program service revenue: Other Program Revenue
total $115,785 · related or exempt $115,785
-
3 · Investment income
total $253,579 · excluded $253,579
-
7a · Gross sales of assets other than inventory
securities $1,574,077
-
7b · Less cost or other basis and sales expenses
securities $839,130 · other assets $318,800
-
7c · Gain or loss
securities $734,947 · other assets -$318,800
-
7d · Net gain or loss
total $416,147 · excluded $416,147
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$39,409
-
8b · Fundraising events: direct expenses
$59,934
-
8c · Net income from fundraising events
total -$59,934 · excluded -$59,934
-
9a · Gaming: gross income
$190,749
-
9b · Gaming: direct expenses
$128,495
-
9c · Net income from gaming
total $62,254 · excluded $62,254
-
11a · Other revenue: BWC Rebate
total $9,228 · excluded $9,228
-
11b · Other revenue: Visa Rebate
total $5,665 · excluded $5,665
-
11c · Other revenue: Miscellaneous Income
total $962 · excluded $962
-
11e · Other revenue, total
$15,855
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $688,105 · program services $304,783 · management and general $248,954 · fundraising $134,368
-
7 · Other salaries and wages
total $5,499,681 · program services $4,598,486 · management and general $688,268 · fundraising $212,927
-
8 · Pension plan contributions
total $19,864 · program services $16,622 · management and general $2,358 · fundraising $884
-
9 · Other employee benefits
total $615,791 · program services $492,445 · management and general $93,139 · fundraising $30,207
-
10 · Payroll taxes
total $472,345 · program services $381,132 · management and general $67,024 · fundraising $24,189
-
11c · Fees: accounting
total $49,003 · management and general $49,003
-
11d · Fees: lobbying
total $42,100 · program services $22,464 · management and general $10,689 · fundraising $8,947
-
11e · Fees: professional fundraising services
total $192,500 · fundraising $192,500
-
11f · Fees: investment management
total $37,371 · management and general $37,371
-
11g · Fees: other
total $1,023,858 · program services $696,921 · management and general $281,227 · fundraising $45,710
-
12 · Advertising and promotion
total $174,988 · program services $115,433 · management and general $27,447 · fundraising $32,108
-
13 · Office expenses
total $115,045 · program services $107,628 · management and general $4,613 · fundraising $2,804
-
14 · Information technology
total $413,237 · program services $317,817 · management and general $69,539 · fundraising $25,881
-
16 · Occupancy
total $217,830 · program services $196,449 · management and general $4,486 · fundraising $16,895
-
17 · Travel
total $204,286 · program services $161,009 · management and general $37,849 · fundraising $5,428
-
20 · Interest
total $61,123 · program services $54,351 · management and general $4,353 · fundraising $2,419
-
22 · Depreciation, depletion and amortization
total $391,889 · program services $380,522 · management and general $10,281 · fundraising $1,086
-
23 · Insurance
total $128,022 · program services $110,099 · management and general $11,522 · fundraising $6,401
-
24a · Other expenses: Foster Care Providers
total $2,354,612 · program services $2,354,612
-
24b · Other expenses: Utilities
total $176,828 · program services $168,978 · management and general $7,850 · fundraising $0
-
24c · Other expenses: Repairs and Maintenance
total $68,718 · program services $58,169 · management and general $6,446 · fundraising $4,103
-
24d · Other expenses: Membership Dues
total $56,184 · program services $9,022 · management and general $33,860 · fundraising $13,302
-
24e · All other expenses
total $97,086 · program services $84,376 · management and general $4,018 · fundraising $8,692
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $10,920 · end of year $10,920
-
2 · Savings and temporary cash investments
beginning of year $801,169 · end of year $822,410
-
3 · Pledges and grants receivable
beginning of year $624,173 · end of year $2,206,294
-
4 · Accounts receivable
beginning of year $1,730,545 · end of year $1,951,702
-
9 · Prepaid expenses and deferred charges
beginning of year $189,062 · end of year $166,012
-
10a · Land, buildings and equipment: cost or other basis
$12,311,400
-
10b · Land, buildings and equipment: accumulated depreciation
$4,211,662
-
10c · Land, buildings and equipment, net
beginning of year $7,531,672 · end of year $8,099,738
-
11 · Investments: publicly traded securities
beginning of year $8,763,402 · end of year $8,283,857
-
15 · Other assets
beginning of year $681,520 · end of year $3,470,595
-
17 · Accounts payable and accrued expenses
beginning of year $1,010,890 · end of year $1,464,912
-
23 · Secured mortgages and notes payable
beginning of year $750,000 · end of year $3,052,399
-
25 · Other liabilities
beginning of year $74,778 · end of year $48,522
-
27 · Net assets without donor restrictions
beginning of year $15,368,637 · end of year $15,356,246
-
28 · Net assets with donor restrictions
beginning of year $3,128,158 · end of year $5,089,449
Mission and programs · 2024
Mission
To support adults with developmental disabilities to lead a fuller life through education.
-
Find-A-Way and Margaret B. Geier Apartment Communities: Located in Oakley and Kennedy Heights, respectively, each building has 39 individual units (78 total), many of which are fully accessible. The units are subsidized and designed for independent living with onsite management and supports. Through support coordination or direct support, LADD served all 78 individuals in FY 2024. Located in Oakley and Kennedy Heights, respectively, each building has 39 individual units (78 total), many of which are fully accessible. The units are subsidized and designed for independent living with onsite management and supports. Through support coordination or direct support, LADD served all 78 individuals in FY 2024.LADD provides community supports for adults with developmental disabilities in their own home. These supports offer those served opportunities to learn and strengthen independent living skills, including how to access different services in the community. LADD served a total of 26 individuals in FY 2024.Smart Homes: LADD owned or licensed homes are staffed with in-person support and remote support powered by Smart Living Systems. Homes are state-of-the-art technology enabled homes, in walkable neighborhoods, close to bus stops and sidewalks that lead to places where people can shop and work. These homes are in clusters of three or more within a five-minute drive for in-person staff. The level and type of staffingremote and/or in-person--for each house is determined by Individual Service Plans (ISP) developed for each person that addresses support needs and ensure their health and safety while living in the community. LADD served a total of 20 individuals in FY 2024.HLADD (Shared Living & Respite Services): Provides residential settings that support adults with developmental disabilities to reach his/her goals by living with a family/person in a typical home environment. All providers are certified to offer services through the Ohio Department of Developmental Disabilities. Respite services are provided for planned or emergency temporary care and support; these services occur in a shared-living provider's home to provide a short-term break to primary caregivers. LADD served a total of 63 individuals in FY 2024SOAR (Services for the Ownership and Acquisition of Residences): Helps adults with developmental disabilities find a place to live and navigate the Housing Choice Voucher program (a federal housing program that assists low-income individuals and families afford housing in the private market). As the preferred community partner for adults with developmental disabilities with Cincinnati Metropolitan Housing Authority, SOAR provides: (1) streamlined housing choice voucher process for new applicants, (2) support to maintain participation in housing choice voucher, (3)facilitation of the annual recertification process, (4) client-landlord mediation and (5) support to ensure housing voucher program compliance. LADD served a total of 432 individuals in FY 2024Senior Living at Victory Parkway: Adults with developmental disabilities are living longer, healthier, more meaningful lives; yet, traditional nursing facilities lack staff trained in the needs of people with intellectual and developmental disabilities. Senior Living at Victory Parkway offers support for dementia and memory care, health and wellness services, nursing services as well as modified services and living environments to meet aging needs for people 55 and older. The campus is under renovation and will have the capacity to serve 22 individuals once completed. LADD served a total of 10 individuals in FY 2024. Remote Supports: Powered by LADD's proprietary and award-winning Smart Living Systems. We utilize customized smart home technology as well as wearable devices to create customized, predictive supports that help people with developmental disabilities live more independent lives. Remote supports are designed to be predictive, rather than reactive, and is staffed locally by LADD. LADD served a total of 41 individuals in FY 2024
Expenses $9,881,532 · Revenue $9,046,912
-
Supported Employment: LADD partners with individuals on job placement, training and follow-along coaching. LADD also provides employer resources and educates potential empowers about the benefits of hiring people with DD, including increased retention rates and reduced training costs. LADD served a total of 70 individuals in FY 2024.
Expenses $138,797 · Revenue $355,715
-
Community Connections: Reduce isolation while building social confidence and physical stamina. We provide opportunities for participants to learn and strengthen life and communication skills, build confidence through decision making, and explore their own likes and dislikes. Experiences range from adventure trips to volunteering to cooking classes. Program runs 7days/week with small groups of 4-5 people. LADD served a total of 65 individuals in FY 2024.Health & Wellness: Health and wellness is one of LADD's six values. We believe that an active, healthy lifestyle is critical to fulfilling one's potential. Program provides people we serve a multitude of exclusive options to focus on wellness, such as weekly classes, professional consultations, and community partnerships. LADD served a total of 79 individuals in 2024.
Expenses $242,217
-
Smart Living Systems by LADD: Partners with providers implement scalable, policy-compliant remote support models that work, empowering independence for people served and equipping staff to deliver efficient, tech-enable supports. SLS served a total of 52 individuals in FY 2024.LADD works with ShiftAbility to expand capacity of community-based services supporting independence for people with cognitive disabilities across the globe, using remote supports and the Smart Living model performing consulting services to allow agencies to provide remote supports.
Expenses $368,772 · Revenue $317,634
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kim Vincent
Board Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Weber
Board Director
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen Arar MD
Board Director
- Total calculated
- $0
- Hours/week
- 1
-
Jack Geiger
Board Director
- Total calculated
- $0
- Hours/week
- 1
-
Erika Watson
Board Director
- Total calculated
- $0
- Hours/week
- 1
-
Shelly Goering
Board Director
- Total calculated
- $0
- Hours/week
- 1
-
Andrew J R Brennan
Board Director
- Total calculated
- $0
- Hours/week
- 1
-
Jane Gerhardt
Board Director - Exit 04/24
- Total calculated
- $0
- Hours/week
- 1
-
Emily Geier Vollmer
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Christy McCarthy
Board Director - Exit 04/24
- Total calculated
- $0
- Hours/week
- 1
-
Will Goering
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Robert S Heidt III
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Kush Kotecha
Board Chair
- Total calculated
- $0
- Hours/week
- 2
-
Maggie Palazzolo
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Michael Head
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Aaron Haslam
President
- Total calculated
- $0
- Hours/week
- 2
-
David Zimmerman
Board Director
- Total calculated
- $0
- Hours/week
- 1
-
Wendell Anderson
Board Director
- Total calculated
- $0
- Hours/week
- 1
-
Robert Bullock
Board Director
- Total calculated
- $0
- Hours/week
- 1
-
Chris Lidel
Board Director
- Total calculated
- $0
- Hours/week
- 1
-
Peter Niehoff
Board Director
- Total calculated
- $0
- Hours/week
- 1
-
Patrick J Matthews CPA
Board Director - Start 04/24
- Total calculated
- $0
- Hours/week
- 1
-
Alena L O'Donnell
Board Director - Start 04/24
- Total calculated
- $0
- Hours/week
- 1
-
Betsy A Mullin
Board Director - Start 04/24
- Total calculated
- $0
- Hours/week
- 1
-
David Wolfzorn
Chief Financial Officer
- Total calculated
- $121,664
- From this org
- $120,010
- From related orgs
- $0
- Other
- $1,654
- Hours/week
- 45 + 1 related
-
Susan Brownknight
Chief Executive Officer
- Total calculated
- $185,792
- From this org
- $168,820
- From related orgs
- $0
- Other
- $16,972
- Hours/week
- 45 + 1 related
Schedule J breakdown matched by us
- Base
- $168,820
- Bonus
- $0
- Other
- $0
- Deferred
- $870
- Nontaxable benefits
- $16,102
- Filer's total
- $185,792
-
Brian Hart - Exit 0724
CEO - Smart Living Systems
- Total calculated
- $111,249
- From this org
- $94,688
- From related orgs
- $0
- Other
- $16,561
- Hours/week
- 45 + 1 related
-
Carolyn Reynolds
Chief Operating Officer
- Total calculated
- $147,167
- From this org
- $117,716
- From related orgs
- $0
- Other
- $29,451
- Hours/week
- 45
-
Molly Lyons
Chief Development Officer
- Total calculated
- $122,234
- From this org
- $104,686
- From related orgs
- $0
- Other
- $17,548
- Hours/week
- 45
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Housing & care for disabled · OH
Directly controlled by LADD Inc
-
Find-A-Way II Community Urban Redevelopment Corporation
501(c)(3) · Housing & care for disabled · OH
Directly controlled by LADD Inc
-
Academy for Direct Support Professionals
501(c)(3) · Training and Education for DSP · OH
Directly controlled by LADD Inc
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
Home Living Arrangements for the Developmentally Disabled LLC
Housing and care for disabled · OH · income $3,373,594 · assets $5,202,354
Directly controlled by LADD Inc
-
LADD RFF National LLC
National Film Festival For Disabled · OH · income $199,009 · assets $472,270
Directly controlled by LADD Inc
-
3603 Developers LLC
Property Management · OH · income $103,824 · assets $4,678,783
Directly controlled by LADD Inc
-
Edwards House LLC
Property Holding · OH · income $0 · assets $0
Directly controlled by 3603 Developers LLC
-
Stonegate House LLC
Property Holding · OH · income $21,192 · assets $564,048
Directly controlled by 3603 Developers LLC
-
ZigZag House LLC
Property Holding · OH · income $0 · assets $0
Directly controlled by 3603 Developers LLC
-
Cooper House LLC
Property Holding · OH · income $0 · assets $0
Directly controlled by 3603 Developers LLC
-
Smart Living Systems LLC
Remote Monitoring Technology · OH · income $185,915 · assets $634,049
Directly controlled by LADD Inc
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Fort Washington Strategic Income LLC
Investment partnership · OH · 0.14% owned · share of income $23,783 · share of assets $560,671
-
Fort Washington Core Plus Fixed Income LLC
Investment partnership · OH · 0.06% owned · share of income $8,841 · share of assets $532,059
-
ShiftAbility LLC
Consulting Services · OH · 10% owned · share of income $12,188 · share of assets $6,544
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533159349300318
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